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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,734 | $592,784-52.0% | $565,817-49.7% | $349,369-18.5% |
| Participation rate | 100.0% | 44.5%+55.5pp | 29.9%+70.1pp | 44.4%+55.6pp |
| Annual return | -6.76% | -8.21%+1.4pp | -8.80%+2.0pp | -14.65%+7.9pp |
| Employer contribution / active EE | $50,385 | $47,558+5.9% | $43,463+15.9% | $46,321+8.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $2,221 | $945+135.0% | $866+156.4% | $14,582-84.8% |